Set Up Default General Preferences

Help Guide for NextGen® Enterprise PM 8

Configuring General User Preferences

You can configure General User Preferences to control how specific functions and tasks work for you in NextGen® Enterprise PM. Some settings are strictly for display purposes, while others affect the application behavior. In File Maintenance, general preferences can be defined in the Default User Prefs - General master file, and then assigned to groups of users or individual users in System Administrator. For more information, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide forNextGen®Enterprise. In NextGen® Enterprise PM, you can modify your own general preferences in Admin > Preferences > User > General. Your settings override any default settings that were assigned to you in System Administrator. General User Preferences include a variety of options and settings on the following tabs: General Chart Printing Lookup Limits Advisor Tasks Doc Mgmt AutoFlow Payment Processing Anes Printing Forms Enhanced Set up General Preferences Yo

Help Guide for NextGen® Enterprise PM 8

File Menu

The File menu enables you to set up the printer, print forms such as statements and invoices, and print a picture of the NextGen® Enterprise PM window as it currently displays on your monitor. You can manually update and open the Image Explorer tool to import your practice logo and templates. The File menu also enables you to log off or exit NextGen® Enterprise PM. File Menu Items Function Printer Settings Opens the Print window where you can select a default printer name, print the range and number of copies. Properties selects layout and paper quality settings. For more information on printer settings, go to NextGen Healthcare Success Community and download the latest Practice Workflow User Guide forNextGen®Enterprise PM. Print Forms You can view and print blank fee tickets, budget statements, claims, invoices, letters, patient datasheets, batch statements, and blank forms. Note: The Budget Statements option is available only if the Budget Communication method in Practice Preferences

NextGen® Document Management User Guide,

Configure NextGen® Document Management Enterprise Preferences

Open NextGen® Document Management. On the toolbar, select Admin > Preferences > Enterprise. The Doc Mgmt tab opens in the Enterprise Preferences window. In Maximum Search Results, enter the maximum number of images, ranging from 100 to 3000, to display during a search. To display the chart-level alerts in the viewer when you access a patient image, select the Enable chart level alerts checkbox. To display the search results in categories when you search for images in NextGen® Document Management, select the Use Categories in Search Results checkbox. Note: When NextGen® Document Management displays categories in the search results, you can select only individual documents for printing or exporting from the search results list. You must open the documents in the viewer to print or export them. To prevent the creation of excessively large images, in Maximum Scanner DPI, set a maximum dots-per-inch (DPI) value. To reduce the size of all the newly scanned color images, select the Compress C

Help Guide for NextGen® Enterprise PM 8

Print Enhanced Forms

Wherever you can print Forms in NextGen® Enterprise PM, you can select to print Forms Enhanced. The Print Forms window includes separate tabs for each type of form. Note: The below procedure is also used to print Fee Tickets or Patient Data Sheets that are setup as Enhanced Forms in File Maintenance. This procedure replaces the legacy Print > Fee Tickets or Print > Patient Data Sheets menu options that are used to print the "standard" version of these forms. In NextGen® Enterprise PM, select the Print > Forms option from a right-click menu. The Print Forms window appears. Select the Forms Enhanced tab. The Form Group field defaults to (All Forms). This allows you to select and print forms from any group. Select a specific Form Group to select and print forms from that group only. In the Forms section, select the form(s) to be printed. All forms are selected by default. Select the Sort button to modify the sort for a specific form, if needed. The sort is used only when the form is print

NextGen® Enterprise EHR Template Editor Help 8

Set up Print Report Trigger

The Print Report action can be triggered to automatically generate and print a specific Crystal Report from a template. You can select options to: Preview the report before printing it. Print the report on a default printer. Print the report from a non-production database using the NextGen® Report Server. Print and save the report to the patient's chart in NextGen® Enterprise EHR. Generate and save the report to the patient's chart without printing it. Note: The report name cannot exceed 128 characters, including spaces. For more information on Crystal Reports, go to NextGen Healthcare Success Community and download the latest Reports User Guide for NextGen® Enterprise EHR. Follow the applicable steps in General Trigger Setup. Select the Print Report action. The Print Report window opens. Select the report you want to print from the reports listed in the window. If you have set up an Alternate Report Path Universal Preference, select the Alternate Path check box to display the reports

NextGen® Document Management User Guide,

Configure Your NextGen® Document Management User Preferences

Open NextGen® Document Management. On the toolbar, select Admin, and then select Preferences > User. The Doc Mgmt tab opens in the User Preferences window. In the Filing Options section, set up the default filing options. In the Tasking Options section, select default users for To-Do form tasking, select a default category for To-Do list items for the users, and then apply the current date to the items created for the users' To-Do list. Note: The default users you select in User Preferences are overridden by existing settings for document types. The default NextGen® Enterprise PM and NextGen® Enterprise EHR users or groups selected in the user preferences of NextGen® Document Management takes precedence over the users or groups selected in the Document Type Information window of File Maintenance. In the Printing Options section, select the print options you want to set as the default. The Print Doc Mgmt Images window displays the default printing options that you select in the Printing

Set Up Default General Preferences - Printing Tab

Recommendations

Configuring General User Preferences

File Menu

Configure NextGen® Document Management Enterprise Preferences

Print Enhanced Forms

Set up Print Report Trigger

Configure Your NextGen® Document Management User Preferences

Configuring General User Preferences

File Menu

Configure NextGen® Document Management Enterprise Preferences

Print Enhanced Forms

Set up Print Report Trigger

Configure Your NextGen® Document Management User Preferences